CWM

Congress Wealth Management Portfolio holdings

AUM $10.3B
1-Year Est. Return 16.85%
This Quarter Est. Return
1 Year Est. Return
+16.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.84B
AUM Growth
+$526M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
630
New
Increased
Reduced
Closed

Top Buys

1
+$211M
2
+$41.7M
3
+$40.6M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$37.6M
5
VONV icon
Vanguard Russell 1000 Value ETF
VONV
+$26.1M

Top Sells

1
+$16.8M
2
+$15.2M
3
+$13.3M
4
FND icon
Floor & Decor
FND
+$12.9M
5
SPBO icon
State Street SPDR Portfolio Corporate Bond ETF
SPBO
+$12.7M

Sector Composition

1 Technology 12.59%
2 Financials 8.07%
3 Industrials 7.05%
4 Healthcare 6.71%
5 Consumer Discretionary 5.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$779K 0.02%
27,165
402
$777K 0.02%
+9,226
403
$769K 0.02%
32,098
-33,512
404
$761K 0.02%
+6,112
405
$746K 0.02%
1,714
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406
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11,397
+7,060
407
$719K 0.01%
6,477
+590
408
$717K 0.01%
6,935
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409
$712K 0.01%
31,294
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410
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9,640
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411
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412
$683K 0.01%
18,381
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413
$676K 0.01%
7,410
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414
$662K 0.01%
4,258
+1,276
415
$661K 0.01%
30,627
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416
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417
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5,761
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419
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420
$649K 0.01%
+23,708
421
$643K 0.01%
26,857
-14,099
422
$643K 0.01%
8,494
+3,286
423
$641K 0.01%
10,994
+1,135
424
$641K 0.01%
3,656
-15
425
$639K 0.01%
504
+60
15 16
17
18 19